ParenteBeard Wealth Management Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Our mission as an independent wealth management firm is to deliver objective and honest advice to our clients and serve as their Family Wealth Guardians. As a financial caretaker, we foster interaction and engagement with all of our client family members who seek to secure their wealth for generations. We strive to be recognized by our clients, employees, strategic partners, and the communities we serve as a best-in-class firm.

Find ParenteBeard Wealth Management employees' phone numbers or email addresses

ParenteBeard Wealth Management Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

ParenteBeard Wealth Management's Leadership

  • Stylized image of a person
    C. S.
    Assistant Portfolio Manager
    Phone icon
  • Stylized image of a person
    J. H.
    Family Relations Specialist
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  • Stylized image of a person
    M. B.
    Communications And Marketing Specialist
    Phone icon

Contact profiles from ParenteBeard Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. S.
    Assistant Portfolio Manager
    Phone icon
    United StatesNew Jersey
    Apr 24, 2025
  • Stylized image of a person
    J. H.
    Family Relations Specialist
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    M. B.
    Communications And Marketing Specialist
    Phone icon
    United StatesPennsylvania
    Sep 19, 2024

Frequently Asked Questions

What is ParenteBeard Wealth Management known for?

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ParenteBeard Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 1869 Charter Lane, Suite 301; you can contact the main corporate office by phone at . Explore ParenteBeard Wealth Management's company overview page for more information.

What is ParenteBeard Wealth Management's most common email format?

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ParenteBeard Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ParenteBeard Wealth Management email formats with LeadIQ.

How many employees does ParenteBeard Wealth Management have currently?

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ParenteBeard Wealth Management has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are ParenteBeard Wealth Management's key employees and leadership?

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As of December 2025, ParenteBeard Wealth Management's key employees include:

  • Assistant Portfolio Manager: C. S.
  • Family Relations Specialist: J. H.
  • Communications And Marketing Specialist: M. B.

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